Before you start Consider the following information: - If you cancel the direct debit payment request in GoCardless, you can't send another request for the same invoice.
Create a new invoice with a future date, then either reverse the original with a credit note or use account allocation to match a payment from another bank account. - If you cancel the customer's mandate, the recurring invoice template pauses for your review.
Any invoices issued before cancellation may still be collected and included in a payout. If they aren't collected and paid out, create a new invoice with a future date and reverse the original with a credit note.
Cancel a mandate from the Customer Contact - Go to Contacts, then Customers.
- Locate and open the customer contact.
- Select the Options tab.
- Under Payment Services, select Cancel.
- A box will appear to confirm if you wish to cancel the mandate, click Confirm.
Once you confirm the GoCardless mandate cancels, and confirmation of this appears at the top of the page.
Cancel a mandate from the GoCardless dashboard - Go to Settings, then click Apps and Connections.
- Select GoCardless.
- Search for the customer you’re looking to cancel the mandate.
- Click Actions, then select Cancel Mandate.
- A box will appear to confirm if you wish to cancel the mandate, click Confirm.
Once you confirm the GoCardless mandate cancels, and confirmation of this appears at the top of the page. If you wish to cancel a payment for a particular invoice, login to your GoCardless account and follow the Cancel a payment process. |